13F Insight
DOSSIER · 13F Holders · Q3 2026
CPNS

CALAMOS ETF TR

23 institutions still hold CALAMOS ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T860·23 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
23
filers reporting
Concentration
15.65%
JIM SAULNIER & ASSOCIATES, LLC #1
top holder share
AI Holders Summary · Q3 2026

23 institutions reported CPNS in Q3 2026. JIM SAULNIER & ASSOCIATES, LLC leads at 15.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$2M68K0.75%Q3 202602
Owen LaRue, LLC
CIK 0001965328
$2M65K0.61%Q3 202603
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M39K0.02%Q3 202604
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M38K0.02%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M36K0.00%Q3 202606
Verdence Capital Advisors LLC
CIK 0001719305
$943K33K0.04%Q3 202607
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$758K27K0.03%Q3 202608
Calamos Wealth Management LLC
CIK 0001455258
$649K23K0.02%Q3 202609
Cetera Investment Advisers
CIK 0001666741
$401K14K0.00%Q3 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$373K13K0.00%Q3 202611
Capital Analysts, LLC
CIK 0001624758
$305K11K0.01%Q3 202612
Claro Advisors LLC
CIK 0001764386
$290K10K0.03%Q3 202613
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$264K9K0.03%Q3 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$240K9K0.00%Q2 202615
Sigma Planning Corp
CIK 0001449126
$238K8K0.01%Q3 202616
Creative Planning
CIK 0001540235
$231K8K0.00%Q3 202617
Focus Financial Network, Inc.
CIK 0002010942
$214K8K0.01%Q3 202618
GREENBERG FINANCIAL GROUP
CIK 0000946626
$201K7K0.08%Q4 202519
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$141K5K0.04%Q3 202620
Innovative Asset Advisors Group, LLC
CIK 0002127147
$114K4K0.05%Q2 2026
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